+280.3%
DOCN vs OKE
+40.5%
+239.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.2% | +10.5% | +13.2% |
| 7D | +16.3% | +1.9% | +14.4% | +16.8% |
| 30D | +2.0% | +12.8% | -10.8% | +5.6% |
| 3M | -25.2% | +11.9% | -37.1% | -22.6% |
| 6M | +132.7% | +14.9% | +117.8% | +137.1% |
| YTD | +163.3% | +37.7% | +125.6% | +161.3% |
| 1Y | +280.3% | +44.1% | +236.3% | +239.5% |
| All | +280.3% | +40.5% | +239.9% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling